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港股異動丨啟動新一輪向上週期?光伏股集體上升,協鑫科技升超4%
港股市場光伏股集體上升,其中,水發興業能源升6%,協鑫科技和陽光能源升超4%,順風清潔能源升近4%,福耀玻璃升超2%,福萊特玻璃、信義能源、新特能源、信義能源升超1%。華泰證券近日指出,24年光伏行業基本面持續下行,Q3價格底部企穩,盈利能力環比改善。國內多部門多次表態彰顯對光伏產業的高度重視,供需政策有望逐漸落地;海外非歐美市場光伏裝機保持高速增長,美聯儲降息有望驅動歐美需求保持較高增速,全球光伏中長期高景氣延續。短期政策引導與市場化手段或將加速供給側出清速度,行業供需錯配有望逐季改善,產業鏈價格和盈利有望恢復至合理水平,啟動新一輪向上週期。(格隆匯)

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